Equivalent Portfolio Value:
A Hypothetical Case Study
Review this mathematical measurement with your clients and help them evaluate the effects of withdrawal rates on their retirement portfolio. The Equivalent Portfolio Value conversation becomes a perfect door opener to a larger discussion about the value of fixed index annuities!
If you enjoy this download make sure you ask us about our innovative tool called the Equivalent Portfolio Value Calculator to help you quickly evaluate your client’s retirement income assumptions.
This calculator and any reports resulting from its use are not intended to be a substitute for carrier-specific product illustrations, which must be provided to your clients prior to their purchase of an insurance product.
Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k), or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment advisor. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
Producers should follow the approval requirements of the carriers they represent and their Broker/Dealer and Registered Investment Adviser, if applicable.
TC19970-B (9/19) This offer is intended for insurance-licensed professionals.